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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,622 | $34,677-78.0% | $77,024-90.1% | $64,808-88.2% |
| Participation rate | 28.2% | 49.8%-21.7pp | 67.9%-39.7pp | 71.5%-43.3pp |
| Annual return | -5.65% | -5.33%-0.3pp | 42.32%-48.0pp | 32.82%-38.5pp |
| Employer contribution / active EE | $741 | $1,370-45.9% | $2,812-73.7% | $2,506-70.4% |
| Participant deferral / active EE | $1,153 | $2,556-54.9% | $4,426-74.0% | $4,310-73.3% |
| Admin fee / account holder | $33 | $179-81.2% | $5,425-99.4% | $188-82.2% |